CRM & Sales Hub

Top Resources for CRM & Sales Hub

    • Hey everyone I'm a Noob, never thought i'd say it, but it's true. I am, and I need help. I'm in the middle of a big fundraising campaign with 6 weeks to go. I had been advised to move over to Hubspot but I haven't had a chance to. I had a few questions to see if its worth putting in a late night or 2 to try to get up and running. I have an excel spreadsheet with about 500 donors. These are the columns that I have on my main spreadsheet ...read more
    • Hey Community, Did you know that Sales Hub Professional recently introduced three new features : Playbooks Call transcription and Coaching Inbound calling. Growing your business takes time, energy, and investment. What if we told you that you could make scaling more manageable for your team? Over the next few weeks, I’ll be sharing deep dives on how to maximize these new tools with you all. To get started, ...read more
    • We are a commercial design-build company. That basically means that we are a one-stop shop to have a building designed and then constructed. We have a pretty straightforward pre-contract sales pipeline, but my problem is that we break our typical projects into three stages with two contracts. Here is a basic breakdown with example prices and the length of each engagement. Contract #1 Stage 1 : Conceptual Design ($100,000)(6 Months) Co ...read more
    • Hi there, If you’re looking to have SMS Conversations integrated to HubSpot, I want to share below the most popular integrations that our customers use: Salesmsg InboundAddons Sakari SMS JustCall For a full list of SMS integrations, I wanted to share this resource as well. If you know any other tool to achieve this, please let us know in the comments! ...read more
    • A bit of context prior to my question. We sell a service to medical practices and they get charged based on the number of doctors in their practice. Once we sign a contract, we will then onboard the practice before it goes live. In our pipeline, we have a contract signed stage and then a live stage. As we are onboarding, we need a way to track for each practice whether we have taken each doctor to live but want this housed within the deal (p ...read more

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CharlotteJ on January 17, 2022
One of the best ways to learn is by doing and sharing with other new HubSpot Sales Hub users, just like you. That’s why we’re so excited about this space to learn and grow better together! To get started, say hello and introduce you read more
2 upvotes
17 Replies
CharlotteJ on December 14, 2021
Welcome to our Community-enabled onboarding program! In this introductory video we will be guiding you through the very first steps to successfully start your journey with theSales Hub of Hubspot. We will notably talk about how to set up read more
Edyta7510 on May 24, 2022
Hello, I'd like to activate multiple currencies and a central FX rate to be managed in our HubSpot account. After running some tests in the sandbox account, I'm realizing that: - yes, amount in the original currency will be converted to amount read more
Sascha on May 24, 2022
Hello, we have connected HubSpot to our Google Workspace calendar. The scheduling feature works fine on the surface, but under the hood, it doesn't appear to create proper meeting in Google Meet. We get invites, the Google Meet links provid read more
ACarr1 on May 24, 2022
Hi, I'm trying to build a report that will show the time elapsed between a meeting and the first follow up. I've been exploring the lead response time report in sales analytics but I'm unable to filter to just show the first follow up after a me read more
0 upvote
2 Replies
Hall of Famer | Partner
May 24, 2022 09:39
Hi @ACarr1 , I'd approach this with a date stamp and a calculation property. The date of the first follow-up would be stamped in a conta...read more
kvonloesecke on May 24, 2022
Hey Community, Did you know that sales playbooks can help your company increase revenue and lead conversion rate? A sales playbook is a document used to implement strategies, sales tactics, or best practices throughout the buyer’s jou read more
Community Manager
May 24, 2022 08:59
Let's get this conversation about playbook use cases started! Hi @danmoyle , @Jnix284 , @johnelmer , @Ben_M , @GeorgeBThomas , @Josh , @...read more
HinWien on May 24, 2022
Hi almighty community, how can I remove or adjust the notification on chatbot "we typically response in three minutes" as we are not live chat 24hours ...we are at a starter suite. Thanks, H
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KRush on May 24, 2022
Hi there, I work for a membership organization. The membership sits at the organization level vs. with a specific contact. I'd like to figure our a way to track renewal dates (renews annually) and the membership fees. Any suggestions on ho read more
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